unicornbird

unicornbird | Joined since 2021-05-16

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Stock

1 month ago | Report Abuse

TT you're right. for now, I also feel the price is too high. I rather buy banks with better yield.
for the new products, please don't underestimate the power. 1 deal of oil is enough to change the game, as China trades insane amount of oil in this region.

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1 month ago | Report Abuse

agree that the current price is unreasonable, given the rising interest environment and very poor daily transaction volume

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1 month ago | Report Abuse

Treetop i guess Razak's exchange completion might bring more commodity trading in. probably oil and iron ore
those will boost bursa's earning

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2022-06-13 09:52 | Report Abuse

very good. more bargains coming

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2022-05-29 16:50 | Report Abuse

isn't that good? higher revenue, and lower share price

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2022-05-27 11:32 | Report Abuse

For year 2019, even bursa pay 20 cents dividend, the share price hit about $7. that's like 3% yield.

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2022-05-27 11:32 | Report Abuse

Treetop, messi.
Mind sharing at what price would you buy Bursa? considering fed may raise rate till end of year to 2%

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2022-05-26 09:35 | Report Abuse

Can anyone please help me with this question?
Nowadays palm price is high, but why UP's share price is dropping? is it because they are tied into fixed price contract signed in the past?

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2022-05-23 09:09 | Report Abuse

thanks wsb for sharing the good info

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2022-05-22 13:41 | Report Abuse

wsb, could you please share why Q1 is low sales? is it because agents are on holiday mood, so cannot perform after Xmas holiday

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2022-05-21 15:04 | Report Abuse

obs, do you have friends in insurance industry to check on? sometimes competitor launch promo, which will eat up Allianz new sales.

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2022-05-21 11:28 | Report Abuse

Thanks obs. Do you think Petgas can raise utilities price, to cover higher gas cost?

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2022-05-20 08:50 | Report Abuse

observatory what do you think of the recent quarter?

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2022-04-28 19:57 | Report Abuse

If Bursa makes 8 cents per quarter, 32 cents a year. It can pay about 4% dividend, seems reasonable amount for low risk company? Other exchanges are also paying about 3% dividend

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2022-04-20 09:31 | Report Abuse

I like the negative news

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2022-04-14 08:08 | Report Abuse

Dividend in today? what time?

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2022-04-03 17:24 | Report Abuse

Shenzhen and bursa link up may help also
https://exbulletin.com/business/1531190/
CHINA is undeniably a leading financial market for Malaysian investors, given the growth of its financial sector and the rapid expansion of business and financial investment globally.

This is particularly evident since China’s financial liberalization, where various policies to reform the country’s financial markets have been implemented – including on its stock exchanges.

At the same time, Chinese investors are also looking for investment opportunities beyond their national borders, especially in Asean countries.

Located in the heart of Asean, Malaysia is an important gateway to one of the fastest growing regions in the world.....

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2022-04-03 16:42 | Report Abuse

Treetop is there any chance Bursa add more commodities trading, like iron ore and oil? the reason I ask is that BHP and Aramco has recently invested in malaysia.

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2022-03-30 17:46 | Report Abuse

Warren buffet's father is government. so he has more insider than others
Diversify more, because the info you got is way lesser than what Warren can get

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2022-03-30 17:38 | Report Abuse

the price keep dropping any idea what happen?

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2022-03-29 14:47 | Report Abuse

why share price so cheap, people still sell? don't funds know it's super cheap now?

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2022-03-29 08:57 | Report Abuse

if Fed raise rate again, the volume will drop further

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2022-03-27 12:46 | Report Abuse

Treetop well said. it's worth to understand every possible situation. the short covering theory could be valid, thanks for sharing it. The brokers use the story about election boost, to justify for the increase in price. but from the past, election only can push up transaction for 1 month. It's insufficient to bring much value

I have another question. If Funds want to buy & keep Bursa, they will slowly buy & not let the shares shoot up so much in short span of time? How do they prevent insider from leaking the info?

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2022-03-26 13:33 | Report Abuse

Treetop what do you think is the reason for recent spike in share price?

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2022-03-25 16:28 | Report Abuse

this kind of sure profit company, why the government want to list it?

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2022-03-25 10:25 | Report Abuse

who is pushing up the share price?

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2022-03-25 10:24 | Report Abuse

is Allianz the best insurer to buy for long term? i have bought LPI already. looking to add another one

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2022-03-25 10:23 | Report Abuse

Does most government agency use maybank?

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2022-03-25 10:22 | Report Abuse

How many % of genting business depend on singaporeans?

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2022-03-08 18:07 | Report Abuse

no benefit. Petgas only deliver gas locally

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2022-03-05 12:30 | Report Abuse

observatory, any idea why Petgas peak at $24 in 2014, then keep going downtrend over the years?

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2022-03-05 12:28 | Report Abuse

Will government allow more competitors to lend to civil servants? If so, RCE's monopoly status will be gone?

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2022-02-23 08:30 | Report Abuse

of cos i like also, but are they doing well?

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2022-02-23 08:26 | Report Abuse

why earning drop still pay higher dividend?

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2022-02-19 19:24 | Report Abuse

Is it possible for government to issue another gaming license to Tropicana?

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2022-02-19 11:54 | Report Abuse

Is there any chance Bursa add more derivatives or commodities futures? right now, it only trade palm oil for commodities

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2022-02-15 17:56 | Report Abuse

thank you MOBA

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2022-02-13 13:55 | Report Abuse

hello, anyone could share how to check the daily stock trading value?

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2021-12-10 11:26 | Report Abuse

everybody back to office to work? do you work from home?

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2021-12-02 14:55 | Report Abuse

why genting drop so much? most of its business from locals anyway

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2021-12-01 08:35 | Report Abuse

this stock is for old people

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2021-11-30 08:51 | Report Abuse

Will malaysia go into another lockdown? feel like converting my genting shares to banks. this covid seems never ending

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2021-11-21 16:40 | Report Abuse

goody i think insurance company benefit from it. Less traffic, less accident, less payout. But premium is the same

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2021-09-21 13:57 | Report Abuse

Lawman thank you for sharing your experience.
the founder's age is also my main concern about buying into LPI & Public bank. they may be taken over by other shareholders which can't manage well.
Fire insurance can be extremely price sensitive, as we move into digital age. they could be bundled into Grab's / Lazada's online packages. LPI benefit currently from gov's ignorance, but don't think the situation will remain for long. Everyone eyeing the fat pie

I dislike also about LPI's focus on fire. If they have more diversified like life insurance, hospitalization, etc. At least they can buffer for shocks

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2021-09-19 14:07 | Report Abuse

Lawman thank you for the good article on fire insurance.
the problem here is that LPI's fire insurance price is much higher than Great eastern. Public bank bundle LPI fire insurance into their mortgage and force borrowers to buy it at about 50% more expensive than market rate.
If bank negara allow borrowers to freely choose their fire insurer, then LPI could suffer?

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2021-09-06 07:38 | Report Abuse

Most of LPI profit comes from Fire insurance. Do you think this model is sustainable?
because their fire insurance is bundled with public bank mortgage, and sell at high mark up. If government start to regulate them, will LPI profit fall drastically?

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2021-07-13 08:50 | Report Abuse

dont worry, they wont pull out. Japan invade malaysia during ww2 for resources, now they can legally own a share of the economy via aeon. why would they exit?

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2021-07-13 08:09 | Report Abuse

Bunker = RM 6 b (i made a mistake earlier)
Bunker Net profit = 2% X 6b = 120m
Impact on Petgas Net profit = 120m/2b = 6% (not much)

Let's observe if transhipment can do well. Probably that's better because the volume is much higher

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2021-07-12 19:26 | Report Abuse

Petgas may partner Dialog, and use Pengerang for transhipment
https://www.hydrocarbonengineering.com/gas-processing/26112014/malaysia-boosting-domestic-gas-1691/

LNG trans-shipment: This is a highly likely option. While PLNG-2 is only providing regasification services for now, Petronas Gas stated that the joint venture could also offer such services to ‘other potential third party customers’.

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2021-07-12 18:00 | Report Abuse

you're right. the bunkering is not transshipment. So Petgas only pump fuel for the ships
the market will grow in 10X by 2027. The Sino US clash will result in more China ships choosing to bunker with Petgas, as China try to build up it's own non-US supply chain.

If Petgas really dominate the LNG bunkering market in Straits of melaka, then it's a huge deal. 30% of ships in the world pass through the strait.

https://www.alliedmarketresearch.com/lng-bunkering-market
Global LNG bunkering market size was valued at $0.38 billion in 2019, and is projected to reach $5.14 billion by 2027, growing at a CAGR of 45.2% from 2020 to 2027. LNG bunkering is the process of transferring LNG to a ship for its own consumption. The advantages of using LNG as a marine fuel in the shipping industry include less shipping emissions, lower operating & shipment costs, safety, non-toxic, and others. Stringent environmental regulation toward pollution caused by ship transportation is expected to be the primary growth factor in the LNG bunkering market